Gilbert & Cook Inc. decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.5% in the fourth quarter, HoldingsChannel reports. The fund owned 274,986 shares of the company’s stock after selling 1,490 shares during the quarter. iShares Core S&P 500 ETF makes up 23.7% of Gilbert & Cook Inc.’s portfolio, making the stock its largest position. Gilbert & Cook Inc.’s holdings in iShares Core S&P 500 ETF were worth $188,349,000 at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of the company. Americana Partners LLC increased its stake in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after purchasing an additional 1,187 shares in the last quarter. Forza Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after buying an additional 1,438 shares during the last quarter. Coyle Financial Counsel LLC lifted its stake in shares of iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after buying an additional 7,120 shares during the period. Fonville Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 121.3% during the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after buying an additional 3,224 shares during the period. Finally, Fortitude Family Office LLC grew its holdings in shares of iShares Core S&P 500 ETF by 13.4% during the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock valued at $32,950,000 after buying an additional 5,800 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV opened at $651.30 on Friday. The stock’s fifty day moving average price is $686.64 and its 200 day moving average price is $679.60. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97. The company has a market cap of $715.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
iShares Core S&P 500 ETF News Summary
- Positive Sentiment: Analysis arguing a near-term countertrend rally for the S&P 500 could lift broad-market ETFs like IVV if the forecast plays out; this is a short?term bullish technical call that could attract buyers into index ETFs. The S&P 500 Will See a Countertrend Rally Soon
- Positive Sentiment: A popular ETF comparison argues many buy-and-hold investors are better off with lower-cost S&P 500 ETFs (implicit support for IVV vs. legacy SPY habits), which can support long-term flows into IVV. The Only S&P 500 ETF You Need in 2026 and It’s Not the One You Think
- Neutral Sentiment: A primer on IVV that highlights its core, passively managed S&P 500 exposure — useful for reminding investors IVV’s role as a low-cost benchmark vehicle but not new catalyst news. Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar?
- Neutral Sentiment: MarketWatch notes that dropping under the 200?day moving average after a long run isn’t always catastrophic — suggests potential for choppy consolidation rather than a persistent selloff. Here’s what happens after the S&P 500 breaks under the 200-day moving average following a long run
- Negative Sentiment: JPMorgan trimmed its 2026 year?end S&P 500 target (7,200 from 7,500) and warned markets may be underpricing supply?shock risks from rising oil — a caution that can weigh on broad?market ETFs like IVV. JPMorgan analysts cut S&P 500 target, flagging market complacency despite oil shock
- Negative Sentiment: Technicals and internals show deterioration beneath the surface (breadth weakness, oil surge, geopolitical risk), which supports caution and outflows from risk-on ETFs. The S&P 500 just flashed a bearish sign — but more damage is being done beneath the market’s surface
- Negative Sentiment: Strategists and technicians (including Fairlead’s Katie Stockton) flag vulnerability around the S&P’s 200?day moving average and rising headline/geopolitical risk, adding to near?term downside risk for IVV. The S&P 500 200-day moving average looks vulnerable to us, says Fairlead’s Katie Stockton
About iShares Core S&P 500 ETF
iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
See Also
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
